Concurrent Investment Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Concurrent Investment Advisors’s Portfolio EFT Stock Details EFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,706	Closed	-$159K	–	1529
2025 Q2	$159K	Hold	12,706	–	–	﹤0.01%	1300
2025 Q1	$159K	Hold	12,706	–	–	﹤0.01%	1157
2024 Q4	$163K	Hold	12,706	–	–	﹤0.01%	1016
2024 Q3	$164K	Hold	12,706	–	–	﹤0.01%	968
2024 Q2	$171K	Hold	12,706	–	–	0.01%	894
2024 Q1	$169K	Hold	12,706	–	–	0.01%	823
2023 Q4	$159K	Buy	+12,706	New	+$155K	0.01%	792

Other funds holding EFT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Concurrent Investment Advisors's EFT Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2025, closing a stake of 12,706 shares — an estimated $159K sold.

Concurrent Investment Advisors first reported a position in EFT in Q4 2023 and held it in 7 quarters. The position peaked at $171K in Q2 2024. 78 funds tracked by Wall St. Rank hold EFT as of Q3 2025.

Concurrent Investment Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 12,706 Eaton Vance Floating-Rate Income Trust shares in Q3 2025, an estimated $159K.
Concurrent Investment Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2023 and held it in 7 quarters.
Concurrent Investment Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $171K in Q2 2024.
78 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.